Friday, June 5, 2020

Tag: pro bono

Case Study – Powerful Client Letter

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This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...

Case Study – Pro Bono Advice

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In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer. At a glance Submitted by:...

Case Study – Any Occupation TPD

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In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...

Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer

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This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...